Chat with Steven Saltzstein, CEO at Force Wealth

The Investor With Joel Palathinkal

Joel Palathinkal and Steven Saltzstein discuss Steven's career and the founding of Force Wealth. They cover family office diversity, co-investment, and generalists vs. specialists. The episode explores fund types, capital raising, and fundraising nuances. Steven shares insights on due diligence, future trends for fund managers, and the importance of ESG and impact investing. They also discuss charities, drug development funds, and client relations. Advice for emerging managers, the significance of relationships in fund allocation, and content strategy are included. Audience questions focus on raising capital and emerging investment opportunities.

Family Office Research Consulting and Events (FORCE) is the largest community of investment-oriented Family Offices, foundations, endowments, and Ultra High Net Worth Individuals in the U.S. They are constantly bringing unique investment opportunities and information to their community by actively seeking out best-in-class companies for the introduction. In addition, their elite peer-to-peer community brings Family Offices from all over the world together, facilitating information sharing, best practices, and networking.

Steven is an experienced partner with demonstrated success in the financial services industry. Skilled in Corporate Development, Capital Raising, Investor Awareness, Mergers & Acquisitions, Start-ups, Marketing, and Corporate Finance. Strong entrepreneurship professional with a B.A. focused in Political Science from Ithaca College.

Music credits: Clouds by MBB | https://soundcloud.com/mbbofficial , Music promoted by https://www.free-stock-music.com , Creative Commons Attribution-ShareAlike 3.0 Unported, https://creativecommons.org/licenses/by-sa/3.0/deed.en_US

IMPORTANT NOTICE: This web series and podcast is intended for informational purposes only. The views expressed are not, and should not be construed as investment advice or recommendations. Recipients of this should do their own due diligence, taking into account their specific financial circumstances, investment objectives, and risk tolerance (which are not considered in this web series and podcast) before investing. None of this information communication is an offer, nor the solicitation of an offer, to buy or sell any of the assets mentioned herein.

(0:00) Introduction and Casual Greetings with Steven Saltzstein (1:30) Steven Saltzstein's Career and Founding of Force Wealth (4:04) Family Office Diversity, Co-Investment, and Generalists vs. Specialists (7:47) Fund Types, Capital Raising, and Fundraising Differences (12:32) Co-Investment Options and Due Diligence in Family Offices (14:58) Future Trends for Fund Managers, ESG, and Impact Investing (21:22) Charities and Drug Development Funds (25:30) Managing Client Relations and Coaching for Presentations (28:58) Family Offices vs. State Pension Funds and Advice for Emerging Managers (36:15) Relationship Importance in Fund Allocation and Content Strategy (39:06) Investor Relations: Characteristics, Transparency, and Celebrities' Involvement (45:31) Hedge Fund Trends and Family Office Connection Approaches (47:48) Audience Q&A on Raising Capital and Emerging Investment Opportunities (49:15) International Family Office Coordination and Investment Events (52:23) Maintaining Long-Term Client Relationships (53:44) Closing Remarks and Holiday Wishes